RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Gentry Financial
RIAAUM $20.7MTEAM 1REPS 1
Aquila Wealth Advisors
RIASan Luis Obispo, CA
AUM $20.7MTEAM 1REPS 1
Stack Asset Management
RIASan Diego, CA
AUM $20.7MTEAM 2REPS 2
Shine Financial Services, LLC
RIAAUM $20.6MTEAM 1REPS 1
Holt Investment Advisors
RIAManhattan Beach, CA
AUM $20.6MTEAM 1REPS 1
Nasche Asset Management LLC
RIAAUM $20.6MTEAM 1REPS 1
Balanced View Capital, LLC
RIAAUM $20.6MTEAM 1REPS 1
Qcfo, LLC
RIAAUM $20.6MTEAM 2REPS 3
Brooks Investment Advisory Service
RIAAUM $20.6MTEAM 1REPS 1
Brickster Capital LLC
RIAAUM $20.6MTEAM 1REPS 1
Knode Wealth Management LLC
RIAPlano, TX
AUM $20.6MTEAM 1REPS 1
Richard Lees Capital Management
RIAAUM $20.6MTEAM 1REPS 1
Filippini Investment Advisory
RIASanta Barbara, CA
AUM $20.6MTEAM 2REPS 2
Financial Advantage Advisors Co
RIAAUM $20.6MTEAM 1REPS 1
Reed Financial, LLC
RIAAUM $20.6MTEAM 1REPS 1
Hammond Investment Management, LLC
RIAAUM $20.6MTEAM 1REPS 1
Opcrest Investment Management, LLC
RIAAUM $20.6MTEAM 1REPS 1
Strong Foundation Wealth Management LLC
RIAAUM $20.6MTEAM 1REPS 1
Guinea Value Investments
RIAAUM $20.5MTEAM 1REPS 1
4lb Investments, LLC
RIAAUM $20.5MTEAM 1REPS 1
CCM Investment Management, LLC
RIANew Bedford, MA
AUM $20.5MTEAM 2REPS 2
Spectrum Financial Advisors LLC
RIAAUM $20.5MTEAM 1REPS 1
J.A. Lawrence Wealth Management
RIAAUM $20.5MTEAM 2REPS 1
Echelon Private Wealth LLC
RIAScottsdale, AZ
AUM $20.5MTEAM 1REPS 1
Other AUM ranges
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